Team
G. Michael Dorvillier
LPL Financial Advisor | LPL Registered Principal
With over 25 years of experience as an advisor, Michael specializes in helping his clients navigate through the complexity of their financial lives. Michael strives to make a difference in the lives of his clients through lasting...
Shari Miller
LPL Financial Advisor | LPL Registered Principal
Shari brings over 30 years of experience focused on helping clients pursue their financial goals.
David Dow, CFP®
LPL Financial Advisor | LPL Registered Principal
David Dow is Registered Principal with LPL Financial, and has been active in the financial services industry since 1978. Proudly, he holds the designation of Certified Financial Planner©, conferred upon him by the College for...
Lisa joined Symbio Financial Partners in 2014 as an intern while she attended UC San Diego. She quickly became a valued member of the team and, lucky for us, decided to join us full time in 2016 after earning a BA in International...
After working as a summer intern in 2017, Blake joined us full time in 2020. He serves as an analyst and registered assistant assisting Shari and Mike in portfolio research and analytics. Additionally, as a tech savvy Gen Z’er...
Diana joined Symbio Financial Partners in 2007 as an administrative assistant. Since then she has evolved into our resident MagGyver becoming known for her ability to work towards solving complex situations. Whether it’s her...
Karrissa has been involved in the financial services industry for past 23 years. She has filled the role of office manager, handling the transfer of assets and the compilation of cost basis information as well as monitoring account and...